BlackBerry's CEO, John Giamatteo, announced that robotics is a rapidly expanding area within the company's QNX software division. This move is part of BlackBerry's strategy to focus on physical AI, extending its established software capabilities into new markets beyond its traditional automotive presence.
QNX, BlackBerry's safety-critical software, currently underpins systems in 275 million vehicles, handling functions from braking to semi-autonomous driving. The company is now applying this technology to robotics, specifically targeting industrial settings like warehouses, robotic forklifts, and medical instruments, rather than humanoid robots.
BlackBerry has a $950 million backlog of orders for QNX, with a portion attributed to robotics. The company's stock has doubled this year. In April, BlackBerry expanded its partnership with Nvidia to deploy its software alongside Nvidia's systems in robotics, medical technologies, and industrial applications, aiming to capitalize on the integration of specialized hardware with AI models and software in newer generations of robots.
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BlackBerry's CEO stated that robotics is one of the fastest-growing segments within its QNX software division, positioning the company for growth in physical AI applications. This expansion leverages QNX's safety-critical software, currently used in 275 million vehicles, into industrial, medical, and warehouse robotics.